Retirement advice in Lexington, Virginia
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Jackson Hewitt Tax Service
Jackson Hewitt Tax Service is a finance institution located at 1233 North Lee Highway in Lexington, Virginia, United States. Our tax advance loans may have ended this year, but our Tax Pros are still here to help you maximize your refund! Our convenient services make it easy for busy individuals to drop off their tax documents and have a Tax Pro handle the rest, including a final return review and e-signing. Located within Walmart, you can get your taxes done while you shop and rest assured that you will receive your biggest refund guaranteed. While Refund Advance loans are no longer available this year, we offer appointments for in-person tax preparation, drop-off tax preparation, and assistance with IRS letters. It is recommended to book an appointment online or call us at (434) 237-9285 to reserve time with a Tax Pro. Our expert Tax Pros at this location speak English and are ready to help you make every dollar count. Trust Jackson Hewitt Tax Service with your taxes - because when every dollar matters, it matters who does your taxes™.
Edward Jones - Financial Advisor: Dan Vance
Edward Jones - Financial Advisor: Dan Vance is a reputable finance institution located at 22 West Washington Street in Lexington, Virginia, United States. As a trusted financial advisor, Dan Vance provides personalized investment and wealth management services to individuals and businesses in the local community. With a focus on building long-term relationships and helping clients achieve their financial goals, Edward Jones - Financial Advisor: Dan Vance is committed to providing expert guidance and exceptional customer service. Whether you are planning for retirement, saving for your child's education, or looking to grow your wealth, Dan Vance and his team are dedicated to supporting you every step of the way. Visit their office today to start planning for a secure financial future.
Edward Jones - Financial Advisor: Christy Harris, CFP®|CRPC™
Edward Jones - Financial Advisor: Christy Harris, CFP®|CRPC™ is a reputable financial institution located at 1545 North Lee Highway in Lexington, Virginia, United States. Christy Harris, a Certified Financial Planner and Chartered Retirement Planning Counselor, offers expert financial advice and services to help clients achieve their financial goals. With a focus on personalized financial planning and investment strategies, Edward Jones is dedicated to providing top-notch financial guidance and support to individuals and families in the Lexington area.
Edward Jones - Financial Advisor: Matt Woodford, CFP®
Edward Jones - Financial Advisor: Matt Woodford, CFP® is a highly reputable finance institution located at 103 East Washington Street in Lexington, Virginia, United States. As a Certified Financial Planner, Matt Woodford offers expert financial advice and services to help clients achieve their financial goals. With a focus on personalized solutions and a commitment to excellence, Edward Jones is dedicated to providing top-notch financial planning and investment services to individuals and families in the Lexington area. Whether you are planning for retirement, saving for education, or investing for the future, Matt Woodford and his team at Edward Jones are here to help you navigate the complexities of the financial world and make informed decisions to secure your financial future.
Wells Fargo Advisors
Wells Fargo Advisors is a renowned financial institution located at 217 South Main Street in Lexington, Virginia, United States. With a strong reputation for providing expert financial advice and services, Wells Fargo Advisors offers a wide range of investment options to help clients achieve their financial goals. Whether you are looking to plan for retirement, save for your children's education, or grow your wealth, the experienced advisors at Wells Fargo are dedicated to helping you navigate the complex world of finance. Visit us today to learn more about how we can help you secure your financial future.
DuPont Community Credit Union
DuPont Community Credit Union is a trusted financial institution located at 1130 North Lee Highway in Lexington, Virginia, United States. As a member-owned credit union, we offer a wide range of financial services including savings accounts, loans, and investment options. Our convenient ATM services make accessing your funds easy and secure. With a commitment to serving our community, DuPont Community Credit Union is dedicated to helping our members achieve their financial goals.
Tax Clinic
The Tax Clinic located at 204 West Washington Street in Lexington, Virginia, is a trusted institution specializing in tax-related services. Our team of experienced professionals includes accountants, finance experts, and lawyers who are dedicated to helping individuals and businesses navigate the complexities of tax laws and regulations. Whether you need assistance with tax preparation, planning, or resolving tax issues, our clinic is here to provide personalized and reliable support. Contact us today to schedule a consultation and take control of your financial future.
CAPTRUST
CAPTRUST, located at 15C North Randolph Street in Lexington, Virginia, is a finance institution that offers comprehensive solutions for individuals, retirement plan sponsors, endowments, foundations, and more. Our office provides services such as committee education, donor development, OCIO services, performance reporting, and investment management for our nonprofit clients. We also support employer organizations through fiduciary partnerships, plan design optimization, and financial wellness programs. Whether you need wealth planning, portfolio management, family governance assistance, or other financial services, our advisors are here to help. With a centralized model, CAPTRUST has the flexibility and resources to prioritize your success. Join us for webinars on industry insights, fiduciary liability, and navigating volatility in the nonprofit sector. Experience the CAPTRUST difference for yourself and let us help you achieve your financial goals.
Katherine E Crow - Private Wealth Advisor, Ameriprise Financial Services, LLC
Katherine E Crow - Private Wealth Advisor, Ameriprise Financial Services, LLC is a prestigious finance institution located at 6 East Washington Street in Lexington, Virginia, United States. Katherine E Crow holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing her expertise in asset management, estate planning, investment strategies, and retirement planning. With a focus on providing tailored financial solutions for individuals, small business owners, retirees, and domestic partners, Katherine E Crow offers comprehensive services to meet the unique needs of her clients. Whether you are looking for investment advice, estate planning assistance, or retirement strategies, Katherine E Crow is dedicated to helping you achieve your financial goals with integrity and professionalism.
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List of local businesses, places and services in Virginia
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